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North Star Investment Management’s Schrodinger SDGR Stock Holding History

North Star Investment Management’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$975 Buy
60
+44
+275% +$589 ﹤0.01% 1550
2026
Q1 		$182 Hold
16
– – ﹤0.01% 1681
2025
Q4 		$286 Hold
16
– – ﹤0.01% 1545
2025
Q3 		$321 Hold
16
– – ﹤0.01% 1283
2025
Q2 		$322 Hold
16
– – ﹤0.01% 1173
2025
Q1 		$316 Hold
16
– – ﹤0.01% 1159
2024
Q4 		$309 Hold
16
– – ﹤0.01% 1180
2024
Q3 		$297 Hold
16
– – ﹤0.01% 1145
2024
Q2 		$309 Hold
16
– – ﹤0.01% 1121
2024
Q1 		$432 Hold
16
– – ﹤0.01% 1185
2023
Q4 		$573 Hold
16
– – ﹤0.01% 1133
2023
Q3 		$452 Hold
16
– – ﹤0.01% 1207
2023
Q2 		$799 Hold
16
– – ﹤0.01% 1179
2023
Q1 		$421 Hold
16
– – ﹤0.01% 1243
2022
Q4 		$299 Hold
16
– – ﹤0.01% 1262
2022
Q3 		$0 Hold
16
– – ﹤0.01% 1174
2022
Q2 		$0 Hold
16
– – ﹤0.01% 1174
2022
Q1 		$1K Hold
16
– – ﹤0.01% 1119
2021
Q4 		$1K Hold
16
– – ﹤0.01% 1149
2021
Q3 		$1K Hold
16
– – ﹤0.01% 1095
2021
Q2 		$1K Buy
+16
New +$1.16K ﹤0.01% 1068

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

North Star Investment Management's SDGR Position: Q2 2026 in Review

North Star Investment Management increased its Schrodinger (SDGR) stake by 275% in Q2 2026, buying an estimated $589 and bringing the position to 60 shares worth $975. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

North Star Investment Management first reported a position in SDGR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1K in Q1 2022. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • North Star Investment Management held 60 shares of Schrodinger worth $975 as of Q2 2026.
  • North Star Investment Management bought 44 Schrodinger shares in Q2 2026, an estimated $589.
  • Schrodinger made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1550 holding.
  • North Star Investment Management first reported a position in Schrodinger in Q2 2021 and has held it in 21 quarters since.
  • North Star Investment Management's Schrodinger position peaked at $1K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.